Wingate Wealth Advisors’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Wingate Wealth Advisors’s Portfolio BSCU Stock Details BSCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$854K	Buy	51,308 +477	+0.9%	+$7.97K	0.38%	57
2026 Q1	$850K	Buy	50,831 +1,673	+3%	+$28.2K	0.45%	52
2025 Q4	$832K	Buy	49,158 +32,609	+197%	+$552K	0.46%	55
2025 Q3	$280K	Buy	16,549 +5,086	+44%	+$85.6K	0.19%	98
2025 Q2	$192K	Buy	11,463 +135	+1%	+$2.24K	0.17%	101
2025 Q1	$188K	Buy	11,328 +6,123	+118%	+$101K	0.22%	91
2024 Q4	$85.2K	Buy	+5,205	New	+$86.2K	0.08%	152

Other funds holding BSCU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Wingate Wealth Advisors's BSCU Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 0.94% in Q2 2026, buying an estimated $7.97K and bringing the position to 51,308 shares worth $854K. The position accounts for 0.38% of the portfolio, ranked #57.

Wingate Wealth Advisors first reported a position in BSCU in Q4 2024 and has held it in 7 quarters since. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Wingate Wealth Advisors held 51,308 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $854K as of Q2 2026.
Wingate Wealth Advisors bought 477 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $7.97K.
Invesco BulletShares 2030 Corporate Bond ETF made up 0.38% of Wingate Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Wingate Wealth Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.